Kore Private Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $910K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $30K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Buy |
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